Latest Institutional Transactions on Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBTG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.3K+ 4.48% |
$486K - $490K
|
497K
$11.4M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
15KNew |
$343K - $345K
|
15K
$344K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
82.3K+ 72.11% |
$1.88M - $1.89M
|
196K
$4.5M
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
603+ 0.99% |
$13.8K - $13.9K
|
61.5K
$1.41M
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
242+ 21.76% |
$5.52K - $5.56K
|
1.35K
$31K
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
526+ 8.05% |
$12K - $12.1K
|
7.06K
$162K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-783- 1.59% |
$17.9K - $18K
|
48.5K
$1.11M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.57K+ 78.92% |
$35.7K - $35.9K
|
3.55K
$81.3K
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-668- 1.13% |
$15.2K - $15.3K
|
58.5K
$1.34M
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
31.9K+ 340.42% |
$728K - $733K
|
41.3K
$946K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 0.13% |
$479 - $482
|
15.6K
$358K
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
895+ 3.42% |
$20.4K - $20.6K
|
27.1K
$620K
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
233+ 1.03% |
$5.31K - $5.35K
|
22.8K
$523K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.48K+ 3.52% |
$79.4K - $79.9K
|
102K
$2.34M
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-660- 0.22% |
$15.1K - $15.2K
|
300K
$6.87M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
68+ 0.61% |
$1.55K - $1.56K
|
11.2K
$257K
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.08K- 8.11% |
$24.5K - $24.7K
|
12.2K
$279K
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.1K+ 7.39% |
$70.7K - $71.2K
|
45K
$1.03M
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
437+ 3.58% |
$9.97K - $10K
|
12.6K
$290K
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.46K+ 5.19% |
$102K - $102K
|
90.4K
$2.07M
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
335+ 1.39% |
$7.64K - $7.69K
|
24.4K
$559K
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
24+ 0.22% |
$547 - $551
|
10.9K
$249K
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.5KNew |
$308K - $310K
|
13.5K
$309K
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.79K+ 13.5% |
$178K - $179K
|
65.5K
$1.5M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-706- 0.7% |
$16.1K - $16.2K
|
101K
$2.31M
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
67+ 0.3% |
$1.53K - $1.54K
|
22.4K
$513K
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-31K- 27.58% |
$707K - $711K
|
81.3K
$1.86M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
159+ 0.35% |
$3.63K - $3.65K
|
45.2K
$1.04M
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18.1K- 7.47% |
$412K - $415K
|
224K
$5.13M
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-349- 1.29% |
$7.96K - $8.02K
|
26.8K
$614K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
250K+ 28.49% |
$5.71M - $5.75M
|
1.13M
$25.9M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.7KNew |
$244K - $246K
|
10.7K
$245K
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.14K+ 4.66% |
$163K - $164K
|
160K
$3.68M
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
8.89KNew |
$203K - $204K
|
8.89K
$204K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-50.8K- 20.05% |
$1.16M - $1.17M
|
203K
$4.65M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.25K+ 6.77% |
$97K - $97.7K
|
67K
$1.54M
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.79K- 12.17% |
$155K - $156K
|
49K
$1.12M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
68.8K+ 24.46% |
$1.57M - $1.58M
|
350K
$8.02M
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
15KNew |
$342K - $345K
|
15K
$344K
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
917+ 2.66% |
$20.9K - $21.1K
|
35.3K
$810K
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
61.5K+ 9.13% |
$1.4M - $1.41M
|
734K
$16.8M
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
470+ 1.94% |
$10.7K - $10.8K
|
24.7K
$566K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
454K+ 853.75% |
$10.4M - $10.4M
|
508K
$11.6M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-56.5K- 8.11% |
$1.29M - $1.3M
|
640K
$14.7M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.4KNew |
$375K - $377K
|
16.4K
$377K
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.91K+ 3.49% |
$43.5K - $43.8K
|
56.7K
$1.3M
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.19K+ 7.0% |
$210K - $211K
|
141K
$3.22M
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-3.88K- 2.19% |
$88.6K - $89.2K
|
173K
$3.98M
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.12% |
$91.2 - $91.9
|
3.24K
$74.3K
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.16K- 1.43% |
$26.3K - $26.5K
|
79.5K
$1.82M
|